Eric Baldwin is a financial advisor with J.P. Morgan Securities in Louisville, KY, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked at JPMorgan Securities LLC since 2012 and JPMorgan Chase Bank, N.A. since 2011. Outside of his advisory role, Baldwin serves as treasurer for a local bicycling club promoting safe cycling practices and is a freelance drummer and percussionist in the Louisville area. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary advisory programs supported by a centralized due-diligence framework.

Bowman Thrasher is a financial advisor at Morgan Stanley with 12 years of industry experience and a Series 66 designation. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017, following two years at PNC Bank and PNC Investments. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning services supported by firm‑approved tools and investment analysis methodologies. The firm manages approximately $2.74 trillion in client assets and delivers its services through Financial Advisors and specialized planning groups.

Niels Ewing is a financial advisor with LPL Financial in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Linsco/Private Ledger Corp. since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Rada Halaseh is a financial advisor with Morgan Stanley, holding a Series 66 designation and 19 years of industry experience. She has worked with Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and extensive resources. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.

Gail Tway is a CFP® with 16 years of industry experience, currently affiliated with Robert Baird & Co. since 2019. Prior to that, she worked at Hilliard Lyons and PNC Wealth Management. She serves as a co-trustee for her parents' trust alongside her sister. She is part of The DDK Group at Robert W. Baird & Co., which provides wealth management services to individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management solutions supported by internal research and advanced investment tools.

Meagan Audas is a Series 66 licensed advisor at OSAIC with experience beginning in 2022. Prior to her advisory career, she worked for nine years with the Louisville Metro Police Department and spent two years as a stay-at-home mother. OSAIC serves a diverse clientele including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services supported by a broad network of affiliated financial advisors and utilizes various asset-allocation and portfolio construction tools.

John Mascarich is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and 22 years of industry experience. He has been with Robert Baird & Co. since 2019 and previously worked at J.J.B. Hilliard, W.L. Lyons, Inc. from 2002 to 2018. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides customized financial planning and portfolio management using a mix of in-house and third-party managers, offering a range of strategies from traditional to complex allocations.

Betsy Olszanowski is a Planning Consultant at Fidelity Investments, a position she has held since 2026. She joined Fidelity in 2023 and has progressed through roles including Financial Representative and Relationship Manager. Betsy emphasizes the importance of building trust with clients to provide confident and effective service. Her experience spans client relationship management and financial planning within Fidelity Investments. Outside of her professional role, Betsy has interests in fitness and reading.

James Nettle is a CFP®-designated financial advisor with Edward Jones in Louisville, KY, bringing 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Katharine Boyer is a financial advisor at Stifel with 46 years of industry experience. She holds Series 63 and Series 65 designations and has been with Stifel since 1979. Outside of her financial advisory work, Boyer serves on the board of Critically Loved, a nonprofit supporting families with critically ill children, where she participates in organizing family events and serves as secretary. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services built on proprietary investment analysis and forward-looking capital market assumptions.

Kenneth Graeter II is a financial advisor at Edward Jones in Louisville, KY, holding the ChFC® and Series 66 designations with five years of industry experience. Prior to joining Edward Jones, he worked at LPL Financial, Payton Wealth Management, and has experience in the golf industry, including operating a golf lessons business. Outside of finance, he has been involved in manufacturing through an investment in Mobile Ballistic Products, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products, managing approximately $1.01 trillion in assets under management through a large national network of financial advisors and branch offices.

Jesse Ryan is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and seven years of industry experience. He has been with Robert Baird & Co. and Hilliard Lyons since 2019. Prior to his advisory career, he worked for Accounting Principals/Adecco for 12 years. Jesse is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and other institutional clients. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies.

Adam Estes is a financial advisor with Robert W. Baird & Co. based in Louisville, KY, holding a Series 66 designation and over 25 years of industry experience. He has worked at Robert Baird since 2019 and has prior experience with JJB Hilliard WL Lyons LLC and PTS Electronics. Outside of his advisory work, Estes participates as a board member and passive owner of Upland Brewing Co., a retail brewery in Bloomington, IN. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations with a range of financial planning, portfolio management, and advisory services. The firm employs diversified SMA strategies, overlay management, tax-management, and uses internal research and tools, including artificial intelligence, in providing client advice.

Keith Norris is a financial advisor at Morgan Stanley in Louisville, KY, holding a Series 63 designation and with 29 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Erin Isler is a financial advisor at Stifel with 10 years of industry experience. She holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2018, following two years at Merrill. Outside of her advisory role, she operates a resale business focused on buying and flipping items. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses used as a basis for client decisions.

Jeffrey Roberts is a financial advisor at Robert W. Baird & Co. with 43 years of industry experience. He holds a Series 63 designation and has worked at Robert W. Baird since 2019, following a long tenure at J.J.B. Hilliard, W.L. Lyons, Inc. since 1982. Roberts is involved in the Louisville community through his roles as secretary and board member of the Pyramid Investment Club and as finance chair and ex-officio member of the Louisville Orchestra’s finance and investment committees. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations with tailored investment strategies and a mix of consulting and portfolio management services.

John Shellenberg is a financial advisor with Edward Jones in Louisville, KY, holding a Series 66 designation and five years of industry experience. He has worked at Edward Jones since 2020 and previously spent seven years at CSS Distribution Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including wrap fee strategies, separately managed accounts, and tax-efficient investment options, supported by a large nationwide network of financial advisors and branch offices.

Matthew Kittell is a financial advisor with Cetera based in Louisville, KY, holding a Series 66 designation and having 27 years of industry experience. His prior firms include J.P. Morgan Securities and Commonwealth Capital Management, where he also serves as a financial advisor. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Robert Knabel is a financial advisor with Ameriprise in Louisville, KY and holds a Series 66 designation. He has prior experience at PNC Bank, PinSeeker, and Academy Sports and Outdoors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing investment research and algorithmic tools to provide recommendations on asset allocation and withdrawal strategies.

Matthew Williams is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Crestwood, KY. He has eight years of industry experience, including prior roles at KentuckyOne Health/Jewish Hospital & St. Mary's Foundation. Outside of his advisory work, he volunteered at the merchandise tent for the Ironman Louisville 70.3 race in August 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and managed solutions. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated investment and trust services.